Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

SendGrid
Trigger: Watch new Lists (Legacy)
Cognito Forms
Action: Select an action
1. Select a trigger
  • Triggers when a new list is created. Using Legacy Marketing Campaigns API.

  • Triggers when a new recipient is created. Using Legacy Marketing Campaigns API.

2. Select an action
  • Creates a new entry.

  • Deletes an entry.

  • Gets the current status of an import and returns the number of successful and unsuccessful entries.

  • Import form entries from CSV or Excel files. Supports creating new entries, updating existing entries, or syncing entries.

  • Set a form's availability.

  • Updates an entry.

  • Upload a file to be used with an entry.

Select a trigger and an action

Create workflow (opens in a new tab)